Filing Flows › Simply Good Foods (SMPL) › Q4 FY26 › vs Q4 FY25
Simply Good Foods (SMPL) Q4 FY26 vs Q4 FY25 (year over year)
Simply Good Foods's revenue fell $35.7M (-10%) from $369M in Q4 FY25 to $333M in Q4 FY26. Gross margin 34.0% against 34.3% (-0.3 pts).
Simply Good Foods, Q4 FY26: revenue $333M (-10% year over year), operating margin 13.8%, net earnings $30.5M, operating cash flow $78.9M. The chart draws each line against Q4 FY25, the increases inside each band.
Margins
| Q4 FY26 | Q4 FY25 | Change | |
|---|---|---|---|
| Gross margin | 34.0% | 34.3% | -0.3 pts |
| Operating margin | 13.8% | -3.2% | +17.0 pts |
| Net margin | 9.2% | -3.3% | +12.5 pts |
| Free cash flow margin | 19.5% | 7.4% | +12.1 pts |
Every line
| Line | Q4 FY26 | Q4 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $333M | $369M | −$35.7M | -10% |
| Gross profit | $113M | $127M | −$13.3M | -10% |
| Cost of revenue | $220M | $242M | −$22.5M | -9% |
| Operating profit | $45.9M | −$11.8M | $57.7M | — |
| Operating expenses | $67.4M | $138M | −$70.9M | -51% |
| Pre-tax earnings | $41.0M | −$15.5M | $56.5M | — |
| Other expense, net | $4.9M | $3.7M | $1.2M | +31% |
| Sales & marketing | $32.4M | $32.4M | $18K | +0.1% |
| General & admin | $30.6M | $40.6M | −$10.1M | -25% |
| Other operating costs | $4.5M | $65.3M | −$60.9M | -93% |
| Net earnings | $30.5M | −$12.4M | $42.9M | — |
| Income tax | $10.5M | −$3.1M | $13.7M | — |
| Depreciation & amortization | $6.2M | $6.0M | $208K | +3% |
| Share-based compensation | $4.1M | $2.5M | $1.6M | +67% |
| Working capital & other | $38.1M | $49.3M | −$11.2M | -23% |
| Operating cash flow | $78.9M | $45.4M | $33.5M | +74% |
| Free cash flow (OCF − capex) | $64.9M | $27.3M | $37.5M | +137% |
| Capital expenditures | $14.0M | $18.0M | −$4.0M | -22% |
Questions
How much did Simply Good Foods's revenue grow year over year in Q4 FY26?
Simply Good Foods's revenue fell $35.7M (-10%) from $369M in Q4 FY25 to $333M in Q4 FY26. Gross margin 34.0% against 34.3% (-0.3 pts).